Every feature, plan by plan.
31 features in one list. Each one shows the plan that includes it and a link where you can try it or check it yourself.
Create and price
Proposal editor
Web-document editor with headings, tables, variables and conditional content
Every plan, Free tooBuild a proposal — no accountInteractive pricing tables
Good/Better/Best packages and optional items clients choose, multiple named taxes, and a cost and margin view only your team sees
Every plan, Free tooSee pricing tablesProduct catalog import
Import your product catalog from CSV and add items to any pricing table
Every plan, Free tooSee pricing tablesReusable templates
Reusable templates, plus a gallery of ready-made proposals, contracts and NDAs to start from
Every plan, Free tooBrowse the template galleryContent library
A workspace-shared library of reusable clauses, terms, headers and signature blocks you insert from the editor, with 25 ready-made clauses to start
Every plan, Free tooSee the content libraryWord (.docx) template import
Import Word files (or Google Docs downloaded as .docx) as editable templates — text, tables, pricing and merge fields come across for you to review
Every plan, Free tooSee how import worksPDF import with AI field placement
Import a PDF and Instant Switch places the signing fields and identifies the signer roles. Review them, assign your recipients and send.
Every plan, Free tooSee Instant SwitchAI drafting
Describe the project brief to draft a scope, then edit it; workspace owners can turn AI off
Every plan, Free tooSee AI drafting
Review and approve
Comments and tracked suggestions
Threaded comments, @mentions and tracked suggestions, with separate internal and client comment lanes
Every plan, Free tooSee collaborationClient redlines and tracked suggestions
Included — add your client as a reviewer; they edit the document directly and their changes come back as tracked suggestions you accept or reject
Every plan, Free tooSee client collaborationInternal approvals before sending
Add required internal approvers so your team signs off before the document goes to recipients
Every plan, Free tooSee review and approvalLocked clauses in templates
Included on every plan — owners, admins and the template's creator control locked clauses, and the lock is enforced on the server
Every plan, Free tooSee locked clauses
Send and sign
Roles and signing order
Set the signing order, or build templates around named roles such as Client and Agency, each with its own fields and role variables
Every plan, Free tooSee signingReminders and expiry
Automatic reminders and expiry dates; two days before a link expires, the signer gets a last-chance reminder and you get a one-click 7-day extension
Every plan, Free tooSee remindersSigner reassignment
A signer can pass their role to the right person and give a reason; the change is on the audit trail
Every plan, Free tooSee reassignmentSigner passcode / verification
Set an access passcode for a recipient and share it by phone or text; nothing in the document opens until they enter it
Every plan, Free tooSee signer verificationMobile signing
Signers open the link in a phone or computer browser and sign without creating an account
Every plan, Free tooTry client signingWeb forms
Publish a web form from a template; each submission creates its own document with the answers filled in and sends it for signature
Growth and aboveSee web formsBulk send
Send one template to a CSV list of recipients, each with their own document
Agency and ScaleSee sending
Evidence and security
E-signature legality and certificate
Signing under the US ESIGN Act and UETA, and Basic Electronic Signatures under eIDAS. Signers consent to electronic records before signing, and the disclosure version is recorded in the audit trail. Completed documents include an exportable Certificate of Completion citing ESIGN and UETA.
Every plan, Free tooSee signing evidenceAudit trail and tamper evidence
SHA-256 hash-chained audit trail and a downloadable signed PDF; anyone can check a signed PDF on the public verify page
Every plan, Free tooVerify a signed documentSecurity documentation
A public security controls page, a data processing agreement on paid plans, and organization-scoped access to every document
Every plan, Free tooSee our security controls
Automate and connect
Document analytics
Opens, views and signing timelines, time spent on each section of a web document, and alerts when a deal looks warm
Every plan, Free tooSee analyticsWorkflow automations
Growth and above: Slack, Teams and email alerts and follow-up templates when a document is sent, viewed, completed or declined. Agency and Scale also move the HubSpot or Pipedrive deal stage
Growth and aboveSee automationsMulti-document sequences
Chain up to 10 templates; when one document is completed, the next one goes out automatically
Every plan, Free tooSee sequencesCRM integration
HubSpot and Pipedrive can import CRM contacts and create drafts from deals after you connect an account.
Every plan, Free tooSee the CRM workflowAPI and webhooks
REST API with organization API keys and signed webhook events; document allowances apply
Every plan, Free tooRead the API docs
Team and support
Your branding
Your logo at the top of the signing page and on PDFs of web documents; Growth, Agency and Scale also remove Powered by Plutosign from the signing page and client emails
Every plan, Free tooSee brandingTeam roles
Owner, admin and member roles; recipients sign without a paid seat
Every plan, Free tooSee team accessTemplate migration
Done-for-you template migration, with scope agreed at onboarding
Agency and ScalePlan your switchSupport
Email support on every plan; priority support on Agency and Scale; dedicated onboarding on Scale
Every plan, Free tooContact support
No credit card required. Start with a ready-to-edit proposal, or try the sender demo without an account.